Seasonal Tax Associate - Client-Focused, Training Provided

H&R Block; North Charleston (SC); On-site; USD 2,480,000 - 3,857,000; Full time

Job summary

H&R Block is seeking a Seasonal Tax Associate for an in-office position in Charleston, SC. You will meet with clients, collect information, and prepare returns with guidance from experienced teammates; you will explain tax details clearly and identify potential savings opportunities throughout the process.

No prior tax experience is required as training is provided; you will build client relationships, use digital tools, and support office priorities during peak tax season.

Qualifications

• Successful completion of the HR Block Income Tax Course
• Experience interacting with customers or clients in a service-oriented environment
• Strong communication skills, including explaining information clearly and asking questions to understand needs
• Problem-solving skills, including organizing information and identifying solutions
• Comfort using digital tools and systems including AI-based tools like Copilot and ChatGPT
• High school diploma / GED / equivalent

Responsibilities

• Meet with clients to gather information and understand their tax situation
• Prepare complete and accurate tax returns with training and support from experienced teammates
• Explain tax information clearly and provide recommendations in a way clients can easily understand
• Identify tax savings opportunities and recommend relevant products and services
• Apply problem-solving skills to analyze client information and address questions or unique situations with guidance and available resources
• Build strong client relationships and support office priorities through teamwork, collaboration, and a client-first approach

Skills

Client interaction

Tax explanation

Problem solving

Communication

Digital tools usage

Education

High school diploma / GED

Bachelor’s degree (preferred)

Tools

Copilot

ChatGPT

Job description

H&R Block is seeking a Seasonal Tax Associate for an in-office position in Charleston, SC. You will meet with clients, collect information, and prepare returns with guidance from experienced teammates; you will explain tax details clearly and identify potential savings opportunities throughout the process.

No prior tax experience is required as training is provided; you will build client relationships, use digital tools, and support office priorities during peak tax season.